PWM

Provident Wealth Management Portfolio holdings

AUM $331M
1-Year Est. Return 10.99%
This Quarter Est. Return
1 Year Est. Return
+10.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$2.14M
3 +$1.53M
4
TSLA icon
Tesla
TSLA
+$352K
5
AMZN icon
Amazon
AMZN
+$242K

Top Sells

1 +$1.21M
2 +$933K
3 +$321K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$300K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$224K

Sector Composition

1 Technology 1.67%
2 Consumer Staples 1.25%
3 Healthcare 0.57%
4 Consumer Discretionary 0.44%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-18,826